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  • Don’t miss out – Regional Investment Forums

    Our latest series of Regional Investment Forums take place next month in Exeter, Knutsford and Glasgow. Join us to hear the latest from fund managers, covering a range of sectors. They’ll look at the challenges and opportunities following Brexit.

  • Support for clients' self-assessment enquiries

    If you receive calls from clients about their paper based self-assessment, the deadline being 31 October, our ‘Annual Distribution Summary’ report can help. It provides the same information clients received within their annual tax
    voucher in May.

  • Be ready to benefit from future enhancements

    Over the next few months we will be introducing a range of enhancements to our client management service. If you haven’t used the version of the service we introduced last Autumn, now is a good time to familiarise yourself.

Identifying clients not on fees

A single report to identify clients
and a simple action plan to
engage with them.

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